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Name Holding Trade Value Shares
Change
Change in
Stake
BCV
601
Banque Cantonale Vaudoise
Switzerland
$891K -$43K -3,400 -5%
Marshall Wace
602
Marshall Wace
United Kingdom
$888K +$742K +58,686 New
IP
603
Ignite Planners
California
$883K +$17.5K +1,385 +2%
TAM
604
Trust Asset Management
Texas
$882K
LNWWM
605
Laird Norton Wetherby Wealth Management
California
$882K +$53K +4,188 +8%
AMIM
606
Aull & Monroe Investment Management
Alabama
$882K
NCM
607
Narwhal Capital Management
Georgia
$880K
FIA
608
Foundations Investment Advisors
Arizona
$878K -$24K -1,896 -3%
JIC
609
Johnson Investment Counsel
Ohio
$874K +$165K +13,080 +29%
DI
610
DFPG Investments
Utah
$874K -$40.2K -3,174 -5%
MOS
611
MGO One Seven
Ohio
$870K -$36.6K -2,891 -5%
NEWAS
612
N.E.W. Advisory Services
Wisconsin
$869K +$57K +4,508 +9%
QPWM
613
Quadrant Private Wealth Management
Pennsylvania
$865K +$2.81K +222 +0.4%
VCM
614
Virtue Capital Management
Tennessee
$864K -$6.26K -495 -0.9%
JAFL
615
Jay A. Fishman Ltd
Michigan
$861K -$34.8K -2,750 -5%
MFG
616
Merit Financial Group
Georgia
$857K +$186K +14,716 +35%
FHA
617
Flagship Harbor Advisors
Massachusetts
$855K -$141K -11,182 -17%
CCIA
618
Campbell & Co Investment Adviser
Maryland
$852K +$713K +56,338 New
NICM
619
Neo Ivy Capital Management
New York
$839K +$701K +55,446 New
SIA
620
Strategic Investment Advisors
Michigan
$834K -$292K -23,064 -30%
NL
621
NWAM LLC
Washington
$833K -$5.96K -471 -0.8%
CWS
622
Cypress Wealth Services
California
$833K -$8.39K -663 -1%
AA
623
Advisory Alpha
Michigan
$831K +$239K +18,928 +53%
VCA
624
Verdence Capital Advisors
Maryland
$829K +$40.3K +3,184 +6%
FMLI
625
Fukoku Mutual Life Insurance
Japan
$828K +$380K +30,000 +121%